Lead convert settings

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Lead status conversion type

  • Active (without invoice) - enable/disable the lead conversion type in the Conversion settings section to choose;

  • Active (with invoice) - enable/disable the lead conversion type. This option is used by default;

  • New (with proforma invoice) - enable/disable the lead conversion type.

NOTE:

  • If the required lead conversion type is enabled and selected in the Default customer type for lead conversion drop menu, its toggle cannot be disabled;

  • If the toggle for the required lead conversion type is disabled, such type cannot be selected in the Default customer type for lead conversion drop menu.

Conversion settings

Default customer type for lead conversion:

  • Create active customer and invoice - after converting a lead to a customer, the status of the new customer will become Active and an invoice will be created. This option is used by default;

  • Create active customer - after converting a lead to a customer, only the status of the new customer will be changed to Active;

  • Create active customer and proforma invoice - after converting a lead to a customer, the status of the new customer will become Active and an proforma invoice will be created;

  • Default won status - the default status that will be set for lead after conversion.